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OSI Systems

202 hedge funds and large institutions have $1.26B invested in OSI Systems in 2017 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 77 increasing their positions, 49 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 49

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

4% more funds holding

Funds holding: 194202 (+8)

0.59% less ownership

Funds ownership: 103.33%102.74% (-0.59%)

6% less call options, than puts

Call options by funds: $29M | Put options by funds: $30.8M

29% less capital invested

Capital invested by funds: $1.77B → $1.26B (-$517M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
4.58%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
48
Increased
77
Reduced
49
Closed
38
Calls
$29M
Puts
$30.8M
Net Calls
-$1.8M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
176
LS Investment Advisors
Michigan
$33K -$7.23K -86 -14%
CTC
177
Central Trust Company
Missouri
$32K
TCOV
178
Trust Company of Vermont
Vermont
$32K
SWA
179
Sutton Wealth Advisors
Florida
$29.7K
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$21K -$16.7K -199 -38%
VCM
181
Versant Capital Management
Arizona
$20K +$672 +8 +3%
PCM
182
Prelude Capital Management
New York
$19K -$118K -1,400 -82%
IA
183
IFP Advisors
Florida
$14K -$168 -2 -0.9%
US Bancorp
184
US Bancorp
Minnesota
$13K
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$11K +$14.2K +169 New
HNB
186
Huntington National Bank
Ohio
$10K
WAM
187
Wealthspire Advisors (Maryland)
Maryland
$9K +$756 +9 +7%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$8K
WIM
189
Westside Investment Management
California
$6.36K
FPFS
190
First Personal Financial Services
North Carolina
$6K
PFBT
191
Parkside Financial Bank & Trust
Missouri
$5K -$1.43K -17 -19%
CAC
192
Certified Advisory Corp
Florida
$5K +$7.73K +92 New
VFA
193
Valeo Financial Advisors
Indiana
$4K
ASN
194
Advisory Services Network
Georgia
$4K +$5.04K +60 New
APA
195
American Portfolios Advisors
New York
$3.48K +$4.54K +54 New
SPIA
196
Steward Partners Investment Advisory
New York
$3K +$4.2K +50 New
RFC
197
Regions Financial Corp
Alabama
$2K +$2.02K +24 New
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$1K
QI
199
QS Investors
New York
$1K
QCG
200
Quadrant Capital Group
Ohio
$1K

OSIS Hedge Fund Activity: Q4 2017 in Review

202 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in OSI Systems (OSIS) for Q4 2017, worth a combined $1.26B — down 29% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OSIS positions and 38 closed out — a net gain of 10 holders — while 77 added to existing stakes and 49 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, adding an estimated $31.9M. The largest seller was Daruma Capital Management, exiting entirely with an estimated $59.3M sold.

  • 202 institutional investors held OSI Systems (OSIS) as of Q4 2017, up from 194 in Q3 2017.
  • Funds reported $1.26B of OSI Systems stock for Q4 2017, down 29% quarter-over-quarter.
  • 48 funds opened new OSI Systems positions in Q4 2017 and 38 closed out, a net change of +10 holders.
  • The largest OSI Systems buyer in Q4 2017 was State of New Jersey Common Pension Fund D, an estimated $31.9M added.
  • The largest OSI Systems seller in Q4 2017 was Daruma Capital Management, an estimated $59.3M sold.

Based on aggregated 13F filings for Q4 2017.